SafePersonalAI
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Wealth

A finance dashboard that forecasts, not just tallies.

Most finance apps tell you what already happened. This one also tells you what's about to — a cash-flow forecast, guardrail warnings before a threshold breaks, and every euro reconciled, not just categorized.

01

It reads your statements

Bank and invoice PDFs, read and filed into the right Drive folder automatically — no attachment-hunting required.

02

It forecasts forward

Your cash flow, projected months ahead — not just a running total of what already happened.

03

You get warned early

A guardrail alert before a threshold actually breaks, giving you time to act instead of just reacting.

Statements filed themselves

Bank and invoice PDFs are read, categorized, and filed into the right Drive folder automatically — no more scanning your inbox for attachments.

A forecast, not just a balance

Projects your cash flow forward and flags a guardrail breach before it happens, not after you've already noticed the account running low.

Your actual portfolio, imported

Pulls in your broker's export so your real holdings and transaction history show up alongside everything else — one place, not three tabs.

Every euro reconciled

A full reconciliation view — nothing mystery, nothing double-counted, nothing quietly missing.

What it watches

A forecast that warns you before the month goes wrong.

It projects your balance forward, not just backward — so a guardrail breach shows up as a warning in February, not a surprise when February actually arrives.

Cash-Flow Forecast

Projected balance, next 6 months

EUR

Sep
Oct
Nov
Dec
Jan
Feb

Guardrail warning — projected close to your threshold in February.

Forecast, not just a running total.6 mo. window

What it imports

Your real holdings, in the same place as everything else.

Pulled straight from your broker's own export — no separate app to check, no manually re-typing what you already own.

Portfolio
Equities ETF
48%
Bonds
27%
Cash reserve
16%
Individual stocks
9%
From your broker's export.4 holdings

Ready for Wealth?